OBMs are: project managers, office managers, human resources managers, and online experts – all rolled into one. The services listed do not cover absolutely everything I do (that would take forever!) – but it provides an understanding of where we can start. I can (and do) so much more than the listed tasks, and I’m happy to customize based on your needs. Take a look at my packages to see what would be right for you.

Operations Management

  • Centralizing a virtual office
  • Creating and optimizing processes ensuring your business is functioning efficiently
  • Calendar & scheduling management
  • Documenting workflows, creating and revising SOP’s, administration records, tracking all moving pieces
  • Email/inbox management

Project Management

  • Project plan creation
  • Setup and managing your online project management tool
  • Delegating to team members
  • Working through issues that may arise to find a solution that doesn’t delay the project or task.
  • Communicating status updates and details to team members
  • Following up with team members to make sure items are completed on time
  • Custom projects (pricing dependant on scope/duration)

Boards & Committees

  • Serve as Recording Secretary
  • Prepare agendas / meeting outlines
  • Onboarding and orientation process for Board
  • Organize board / governance training
  • Develop & maintain corporate governance manuals
  • Attend meetings remotely (or in person)
  • Take / transcribe meeting notes
  • Develop follow-up /action items list
  • By-laws and policies
  • Organize board retreats
  • Oversee board appointment

Human Resources & Team Management

Human Resources

  • Delegating, hiring, organizing & holding team meetings, leading your current team, outsourcing or building a team, team training, managing and tracking the completion of the day-to-day tasks.
  • Recruiting & vetting employees/contractors
  • Develop employee handbooks, and safety manuals, performance reviews
  • Policy development
  • Employee health & benefits
  • New employee onboarding package & pay-roll setup
  • Recruitment & interviews

Client Concierge

  • Onboarding new clients/customers
  • Nurture + manage current client roster
  • Offboarding clients/customers
  • CRM management
  • Testimonial gathering & management

Virtual Assistant Services

We not only offer the high level strategy support of an Online Business Manager, we also offer a full range of virtual assistant services to help you with everything from basic administration to more complex project management functions and tasks, including:

  • Document management (proofreading, typing, formatting)
  • Report preparation (business plans, annual plans, strategic plans)
  • Presentations (webinars or PowerPoint)
  • Newsletters
  • Branding materials
  • Canva graphics
  • Data entry
  • Writing
  • Email management/filtering
  • Calendar management: scheduling & planning
  • Customer service
  • File management
  • Creating workbooks and spreadsheets
  • Research
  • Event management
  • Travel arrangements
  • Transcription (transcribing voicemail, video or audio, podcasts etc.)

… and much much more!

We can work together to customize the services that work best for your business.